Pricing Guide

The ``Industry Standard``

Looking for the industry standard servicing with high powered tech to make things run smoother at lower prices? Look no further.

Financial Planning Lite

Supercharge your employee pension plans with financial planning assistance for your employees. Did you know something as basic as establishing a rainy day fund can prevent time off work and increase employee productivity?

Industry Standard +

Looking for something extra on the servicing side? Sick of dealing with an absent or out of town manager/advisor?

Financial Planning

We all know hands on approaches often lead to measurable success. The same applies for financial planning. Pain-point seminars offer education and actionable outcomes for employees that will improve their financial well-being.

Our Process

Review everything

As your central conduit to all professionals (pension, group benefits, accountants) we will review everything to make sure you have an optimal setup, and if you do not then we begin fixing it.

Establish Policy

Next comes documentation, where we will build out all relevant information to give to stakeholders to record and define objectives.

Explain policy to decision makers

Then we will help lead throughout the pre-launch phase by explaining and answering all relevant questions from employees, managers, board members, and other stakeholders.

Execute plans, digitally, at scale, without work by your team

We plan all aspects of the rollout and utilize a suit of automated digital technologies so you can focus on your employee’s needs, rather than complex online systems.

Working with Your Managers means access to years of experience in rolling out, and launching plans that are designed for companies that like to have happy staff.

Our focus throughout the rollout is keeping everyone satisfied, and we do this by utilizing a suit of digital technologies that are easy for both you and your team to use.

Change is good.

Value for Employers

Ease

Security

Knowing that both they, and their families are safe no matter what comes their way. Stress and uncertainty can be removed from the workplace, and your team can focus on the tasks at hand with a clear mind.

Staff Retention

In addition to having a plan that provides security, your staff will feel safe in the hands of an employer that they trust has their best interests. Win hearts and minds with packages that meet their needs.

Bottomline

You will be

More Profitable

We live in a world where positive corporate culture and staff trust play a pivotal role in a companies success. You want your team to love coming to work and proud to wear your logo on their chest.

By investing in them, they will in turn invest in you.